iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
129 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 8 closing their positions.
158% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 24
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $316M → $352M (+$35.6M)
8% more funds holding
Funds holding: 119 → 129 (+10)
3.98% less ownership
Funds ownership: 85.48% → 81.5% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
Paradiem
Covington,
Louisiana
|
+$10.1M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$6.14M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.84M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.52M |
| 5 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$9.52M |
| 2 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$3.05M |
| 3 |
CPWM
Cypress Point Wealth Management
Dallas,
Texas
|
-$3.04M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.9M |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$788K |
IBMR Hedge Fund Activity: Q1 2026 in Review
129 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q1 2026, worth a combined $352M — up 11% from $316M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IBMR positions and 8 closed out — a net gain of 11 holders — while 62 added to existing stakes and 24 trimmed.
The largest buyer was Paradiem, opening a new position worth an estimated $10.1M. The largest seller was Mercer Global Advisors, cutting an estimated $9.52M.
- 129 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q1 2026, up from 119 in Q4 2025.
- Funds reported $352M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q1 2026, up 11% quarter-over-quarter.
- 19 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q1 2026 and 8 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q1 2026 was Paradiem, an estimated $10.1M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q1 2026 was Mercer Global Advisors, an estimated $9.52M sold.
Based on aggregated 13F filings for Q1 2026.